Community Association Treasury Analyst - Firmwide
About the role
Job Summary:
The Community Association Treasury Analyst is responsible for supporting the financial management, treasury operations, and reporting activities for community associations. This role ensures accurate monitoring of cash flow, investment activities, and compliance with financial policies and regulations. The Treasury Analyst collaborates with property management, accounting, and finance teams to optimize treasury functions and drive continuous improvement in financial operations.
Job Duties and Responsibilities:
- Support the development and maintenance of treasury management programs and policies for community associations; monitor and analyze cash flow, bank accounts, and investment activities; assist in the preparation and delivery of financial reports and presentations to association boards and stakeholders; collaborate with property management, accounting, and finance teams to support treasury operations and process improvements; ensure compliance with financial policies, regulations, and association bylaws; assist in audits and regulatory examinations by providing documentation and responding to inquiries; recommend and implement process improvements to enhance treasury management effectiveness; foster a culture of financial awareness, compliance, and continuous improvement.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: Bachelor's degree in Finance, Accounting, Business Administration, or related field;
Minimum Experience: minimum 5 years of experience in treasury management, financial analysis, or property management;
Required Knowledge, Skills & Abilities: knowledge of treasury operations, financial reporting, and industry best practices; experience supporting financial management programs and working with cross-functional teams; proficiency with treasury management systems and Microsoft Office Suite; strong analytical, organizational, and problem-solving skills; effective communication and stakeholder management abilities; attention to detail and ability to manage multiple priorities in a fast-paced environment. Primarily office-based with regular interaction with property management, accounting, and finance teams; occasional travel for audits, board meetings, or training sessions may be required; fast-paced environment with shifting priorities; adherence to firm standards, ethical practices, and regulatory requirements.
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